Aspiriant LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Aspiriant LLC’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8M	Buy	167,619 +35,588	+27%	+$3.04M	0.36%	38
2026 Q1	$10.1M	Buy	132,031 +1,255	+1%	+$100K	0.29%	44
2025 Q4	$10.5M	Buy	130,776 +25,217	+24%	+$2.01M	0.3%	43
2025 Q3	$8.28M	Buy	105,559 +3,312	+3%	+$250K	0.25%	45
2025 Q2	$7.44M	Buy	102,247 +8,704	+9%	+$585K	0.24%	49
2025 Q1	$6.12M	Buy	93,543 +9,408	+11%	+$650K	0.21%	52
2024 Q4	$5.79M	Buy	84,135 +23,642	+39%	+$1.63M	0.21%	53
2024 Q3	$4.06M	Buy	60,493 +41,177	+213%	+$2.66M	0.15%	59
2024 Q2	$1.23M	Hold	19,316	–	–	0.05%	126
2024 Q1	$1.18M	Hold	19,316	–	–	0.05%	135
2023 Q4	$1.07M	Hold	19,316	–	–	0.05%	141
2023 Q3	$963K	Hold	19,316	–	–	0.05%	137
2023 Q2	$997K	Hold	19,316	–	–	0.05%	133
2023 Q1	$919K	Hold	19,316	–	–	0.05%	137
2022 Q4	$854K	Hold	19,316	–	–	0.04%	140
2022 Q3	$803K	Hold	19,316	–	–	0.04%	133
2022 Q2	$845K	Hold	19,316	–	–	0.04%	132
2022 Q1	$1.02M	Hold	19,316	–	–	0.06%	128
2021 Q4	$1.08M	Hold	19,316	–	–	0.06%	127
2021 Q3	$984K	Buy	+19,316	New	+$1.01M	0.06%	120

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Aspiriant LLC's VOTE Position: Q2 2026 in Review

Aspiriant LLC increased its TCW Transform 500 ETF (VOTE) stake by 27% in Q2 2026, buying an estimated $3.04M and bringing the position to 167,619 shares worth $14.8M. The position accounts for 0.36% of the portfolio, ranked #38.

Aspiriant LLC first reported a position in VOTE in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Aspiriant LLC held 167,619 shares of TCW Transform 500 ETF worth $14.8M as of Q2 2026.
Aspiriant LLC bought 35,588 TCW Transform 500 ETF shares in Q2 2026, an estimated $3.04M.
TCW Transform 500 ETF made up 0.36% of Aspiriant LLC's portfolio in Q2 2026, its #38 holding.
Aspiriant LLC first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 20 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.